Nicolette Stallone

Associate Financial Advisor

Nicolette is an Associate Financial Advisor in Cary Street Partners’ Morristown office where she prepares and presents financial plans to clients and prospects and monitors progress toward achieving client goals while maintaining all compliance and client service standards. She also oversees all account maintenance and executes performing planning, due diligence, and other investment-related activities.

Experience:

  • Ptarmigan Media, Integrated Media Planner
  • Evins Communications, Digital Intern

Education:

  • Fairfield University, B.S. Marketing